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Tag: Managed accounts
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Investment Product and Service Launches
Stadion's managed account service offered on TRG platform; Apex builds ESG rating service and adds global development head; Northern Trust...
Alliance Benefit Group Will Distribute iJoin Suite
The solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.
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Investment Product and Service Launches
Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and...
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Investment Product and Service Launches
Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory...
Trends in DC Plan Market to Propel Greater Interest in Managed Accounts
Cerulli believes managed accounts will continue to gather assets as a customized solution for a targeted cohort of a plan’s overall participant population, as well as address decumulation...
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Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
ERISA attorneys and plan design consultants say they are hearing more questions from sponsors about using managed accounts as a...
ERISA Lawsuit Filed Over Managed Account Arrangement
The complaint alleges that Stadion Money Management and Mutual of Omaha abused their managed account arrangement by putting their own interests ahead of participants’.
Plan Sponsors Have Questions About Dynamic Default Investments
Progressive plan design features take time to catch on, including the emerging “hybrid QDIA” approach that pairs TDFs and managed accounts; experts say plan sponsors are interested, but...
Investment Product and Service Launches
Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.
Investment Product and Service Launches
Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.
Investment Product and Service Launches
Lockwood Adds Expansive Model Portfolios to Managed Account Platform; Capital Group Adopts PFaroe; PGIM Lengthens ETF Space with Second Actively Managed Fund; and more.
Investment Product and Service Launches
Fiserv Expands United Wealth Platform, and Vanguard Offers Commission-Free ETFs.
Investment Product and Service Launches
US SIF Launches Money Manager-Focused Guide, and Wells Fargo Updates Personalized Solution.
Investment Product and Service Launches
Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.
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Investment-Oriented
Managed Accounts’ Value
The option uses investors’ information, to better meet their needs
Intro
Best Interest in Mind
Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.
PSNC 2018: Investment Lineup Design and Construction Can Safeguard Retirement Savings
Panelists discussed numerous investment options that can push additional retirement savings.
PSNC 2018: Asset Allocation Comprehension for Plan Sponsors and Participants
The panel focused on current asset allocation trends, and then shifted to what plan sponsors and participants need to know about these investment products.